Leading-EdgeTechnology Tools

We leverage a custom suite of online solutions to make the most of your planning process — every step of the way.

Gray Pines Wealth Management Tool

This is a dashboard for all of your accounts. You can also add any outside 401K, bank accounts, credit cards and more. It’s also where you can see your financial plan and track your progress to goals.

Black diamond wealth platform

Black Diamond gives you a dashboard to see the comprehensive performance on all of your accounts held at TD Ameritrade. You’ll also get a quarterly performance statement from Black Diamond.

TD Ameritrade

TD Ameritrade is our custodian, this is where you can access all your statements and tax documents for accounts held at TDA. If you prefer to access it all on your phone, you can get the Advisor Client app.

Go to meeting

Meet from virtually anywhere, any time. You don’t need to come into our office for meetings if you don’t want to or aren’t able to.